RPM International Inc. (RPM)

RPM International’s earnings topped consensus while revenue was in line, as it posted first fiscal quarter of 2027 results reported October 6, 2026 with EPS of $1.98 topping the $1.95 estimate (+1.5%) and revenue of $2.216 billion in line with the $2.221 billion estimate (-0.2%). Revenue rose ~5% to about $2.2 billion (up from $2.114 billion a year ago), with gross profit of roughly $914.0 million translating to a gross margin near 41%, while operating income of about $349.0 million left operating margin around 16%. Net income increased ~13% to roughly $256.4 million (up from $227.6 million a year ago), alongside EPS up ~5% from $1.88 a year ago. The quarter generated operating cash flow of about $263.9 million, and RPM repurchased roughly $22.4 million of stock while paying about $68.1 million in dividends. For the next period, consensus calls for EPS of $1.33 on revenue of $2.011 billion.